Financial Services Tailored to Your Life
How we can help
Your Partner in Every Stage of Life
Our goal is simple: to simplify your financial life so you can focus on living it. Whether you’re preparing for retirement, managing a business, or navigating a major life transition, we provide the clarity and confidence you need to move forward.
Unlike many advisors, we are fiduciaries—meaning our guidance always puts your best interests first. With in-house tax services and access to Cetera’s Ultra High Net Worth Planning Team, we deliver a depth of service rarely found at a local firm.
What We Offer
Explore our core services below. Each area is designed to work together, creating a seamless plan for your financial future.
Financial Planning
A holistic approach that aligns your goals, investments, retirement, and taxes into one clear strategy. Our fiduciary advisors help you create a personalized plan for today and tomorrow.
Wealth Management
Customized investment strategies designed to grow and protect your wealth. We balance risk and opportunity to help you pursue long-term financial confidence.
Retirement Planning
From Social Security timing to income strategies and healthcare costs, we help pre-retirees and retirees build a plan that supports their lifestyle throughout retirement.
Tax Planning
Integrated tax strategies and in-house preparation services for planning clients. We design tax-efficient approaches to reduce liability and maximize after-tax income.
401(k) Plans
Customized solutions for employers and employees. We help structure 401(k) plans to maximize tax benefits, participation, and long-term savings potential.
Insurance & Protection
Objective advice on life, disability, and long-term care coverage. We help ensure you and your family are prepared for the unexpected.
College Planning
Guidance on 529 plans, savings strategies, and education funding. We help families balance college costs with other long-term financial goals.
Estate Planning
Strategies to protect your family and leave a legacy. We coordinate trusts, charitable giving, and multi-generational wealth transfer plans.
Retirement Plan Consulting
Fiduciary support for businesses offering employee retirement plans. We provide plan design, investment selection, and compliance oversight.
Business Planning
Comprehensive strategies for business owners, including succession planning, tax efficiency, and integrating personal and business financial goals.
Why Work With Us
The Montage Difference
Fiduciary Advice
Built for continuity across generations & always in your best interest.
Integrated Tax Planning
In-house tax preparation exclusively for planning clients.
Technology Forward
Tools like MoneyGuidePro and AdviceWorks keep you engaged and informed.